Picking the right financial team

Sept. 7, 2023

How do you set yourself up with the right financial partner? It's all about picking the right team.

In this Dentistry Unmasked, we welcome Levi Barlavi and Justin Schafer to talk about setting yourself up with the right financial team.

Here's what you need:

A qualified TEAM—not just one person
A team that knows the industry
A team that works together to see the big picture

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About sponsored guest Justin Schafer

Justin is a recognized dental industry leader with over 12 years of experience guiding clients through practice transitions, mergers, real estate purchases, banking, debt restructuring and practice financing. His experiences financing dental transitions for two of the largest dental lenders in the nation back his ability to provide both buyers and sellers perspectives on virtually every type of transaction imaginable. From practice owners planning for practice sales, and dentists seeking to buy into or purchase a practice; to lenders, attorneys and landlords, he connects the dots and makes sure all the details are handled to ensure successful closings and smooth transitions.

Across Justin’s career, he's has advised clients in over 1000 dental practice acquisitions and facilitated $1 billion in dental practice financing. Learn more about Justin.

About sponsored guest Levi Barlavi

For doctors in California with a need to smoothly start or transition your practice, Levi Barlavi is a top, trusted attorney committed to empower you with clarity, confidence, and peace of mind throughout the process. Derived from over a decade of success in assisting healthcare professionals, Levi’s approach to law combines an empathetic sensibility with a diligent, white-glove approach—designed to efficiently and effectively achieve your business goals.

Since 2006, Levi has assisted healthcare professionals and businesses on matters which included practice formation issues, and business disputes. He lectures frequently on corporate health law issues. Read more about Levi.

Related links

Aprio.com/dental

Instagram:

@apriodental

@aprioadvisors

About the Author

Pamela Maragliano-Muniz, DMD

Pamela Maragliano-Muniz, DMD, is the chief editor of DentistryIQ and editorial co-director of Through the Loupes. Based in Salem, Massachusetts, Dr. Maragliano-Muniz began her clinical career as a dental hygienist. She went on to attend Tufts University School of Dental Medicine, where she earned her doctorate in dental medicine. She then attended the University of California, Los Angeles, School of Dental Medicine, where she became board-certified in prosthodontics. Dr. Maragliano-Muniz owns a private practice, Salem Dental Arts, and lectures on a variety of clinical topics. You may contact her at [email protected].

About the Author

David R. Rice, DDS | Chief editor

Founder of the nation’s largest student and new-dentist community, igniteDDS, David R. Rice, DDS, travels the world speaking, writing, and connecting today’s top young dentists with tomorrow’s most successful dental practices. He is the editorial director of DentistryIQ and leads a team-centered restorative and implant practice in East Amherst, New York. With 27 years of practice in the books, Dr. Rice is trained at the Pankey Institute, the Dawson Academy, Spear Education, and most prolifically at the school of hard knocks. Contact him at [email protected].